Summary
BALQ
Prices · period metrics · 1M
NAV as of 16/07/2026
30/03/2026 → 30/04/2026
Return -2.86% Volatility 17.98% Sharpe 38.16
Official loaded data — not a live quote.

iShares Nasdaq Premium Income Active ETF

Symbol: BALQ

Exchange: NASDAQ

Sector: Technology

Category: Derivative Income

Inception date: 02/12/2025

Latest date: 16/07/2026

Current price: $54.85

Expense ratio: 0.35%

Assets under management
$15.7M
-0.92% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

-2.86%

Ann. 689.74% (Sharpe / Sortino numerator)

Volatility

17.98%

Sharpe ratio

38.156

VaR 95%

-0.77%

CVaR 95%: -0.86%
Max drawdown: -0.97%
Sortino ratio: 165.692
Calmar ratio: 711.10

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

10.89%

Ann. 34.20% (Sharpe / Sortino numerator)

Volatility

20.73%

Sharpe ratio

1.476

VaR 95%

-1.93%

CVaR 95%: -2.30%
Max drawdown: -11.11%
Sortino ratio: 2.649
Calmar ratio: 3.08

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

15.52%

Ann. 37.34% (Sharpe / Sortino numerator)

Volatility

18.52%

Sharpe ratio

1.822

VaR 95%

-1.94%

CVaR 95%: -2.27%
Max drawdown: -11.79%
Sortino ratio: 2.839
Calmar ratio: 3.17

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 1M

Daily simple returns from the same adjusted closes used by the performance chart: 16/06/2026 - 16/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

-0.133%

Best day

2.398%

18/06/2026
Worst day

-3.109%

23/06/2026
Days with data

20

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $55.36 $55.36 $54.85 $54.85 3,900
15/07/2026 $56.17 $56.17 $55.40 $55.86 1,900
14/07/2026 $56.15 $56.16 $55.95 $56.05 1,200
13/07/2026 $55.61 $55.84 $55.30 $55.43 3,200
10/07/2026 $56.17 $56.40 $56.09 $56.40 1,200
09/07/2026 $55.77 $56.30 $55.77 $56.10 6,300
08/07/2026 $54.72 $55.22 $54.58 $55.22 4,300
07/07/2026 $55.27 $55.27 $54.52 $54.94 4,000
06/07/2026 $56.11 $56.14 $55.95 $55.95 7,700
02/07/2026 $56.35 $56.49 $54.86 $55.23 1,900